Earnings Call Insights: Nordson (NDSN) Q2 fiscal 2026 Management View "I'm very pleased to report a strong second quarter where all 3 segments contributed to our organic growth performance, surpassing the midpoint expectations of last quarter's sales and earnings guidance." (President, CEO & Director Sundaram Nagarajan) "We built upon the momentum of the first quarter with record sales of $741 million." and "Order entry momentum continued throughout the quarter with accelerated activity in the last couple of months, driving up backlog 18% organically compared to the prior year." (President Nagarajan) "Solid execution and volume leverage drove record profit performance for the quarter, delivering EBITDA of $235 million, which was a second quarter record and 32% of sales." and "Adjusted earnings per share of $2.86 were also a second quarter record." (President Nagarajan) "Our free cash flow conversion over 100% of net income continues to be a strength" and "during the quarter, we acquired CapstanAG, a small but strategic precision agriculture company in North America." (President Nagarajan) "Second quarter fiscal 2026 sales were a second quarter record of $741 million, up 8% from the prior year" and "adjusted operating profit increased 11% year-over-year to $199 million or 27% of sales." (Executive VP & CFO Daniel Hopgood) "The biggest driver was a onetime pension settlement transaction we completed during the quarter" and "the transaction resulted in a onetime $24 million pretax charge as part of the settlement." (Executive VP Hopgood) Outlook Management guided "third quarter fiscal 2026 sales in the range of $760 million to $790 million" and "third quarter adjusted earnings are forecasted to be in the range of $2.95 to $3.15 per diluted share." (President Nagarajan) Management raised full-year expectations: "Sales are now expected to be in the range of $2.930 billion to $3.010 billion and adjusted earnings to be in the range of $11.30 to $11.80 per diluted share." (...

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The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Lam Research is now the #121 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each broker, and then ranking the 500 components by those average opinion values. Looking at the stock price movement year to date, Lam Research is showing a gain of 110.3%. VIDEO: S&P 500 Analyst Moves: LRCX The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Earnings Call Insights: Ralph Lauren (RL) Q4 fiscal 2026 Management View "We drove broad-based performance across our lifestyle categories, geographies and channels" and "both our top and bottom line results exceeded expectations" in the first year of the "Next Great Chapter: Drive" plan (President, CEO & Director Patrice Louvet). "Our reported full year revenues surpassed $8 billion for the first time" and "Operating margins exceeded our expectations, reflecting gross margin expansion more than offsetting the meaningful impact of tariffs" (President, CEO & Director Louvet). "In the fourth quarter, we added 1.4 million new customers to our DTC businesses" and "Global comps increased high teens on top of 13% growth last year" (President, CEO & Director Louvet). "China sales accelerated to more than 50% growth" and the company "opened 108 new owned and partner stores globally this year," while also purchasing "our iconic store locations in New York City's SoHo and on Boston's Newbury Street" (President, CEO & Director Louvet). "Total company fourth quarter revenue grew 12%, ahead of our mid-single-digit outlook" and "Total company adjusted gross margin expanded 40 basis points to 69% compared to our expectation of roughly 100 basis points of contraction" (Chief Financial Officer Justin Picicci). Outlook "We expect full year constant currency revenue to increase mid-single digits to last year on a 52-week comparable basis, centered around 4% to 5%" and "Fiscal '27 includes a 53rd week, which is expected to add approximately 1 point to revenue growth" (Chief Financial Officer Picicci). "We currently expect full year operating margin to expand in the range of 40 to 60 basis points in constant currency" and "Gross and operating margin expansion are expected to be relatively stronger in the first half of the fiscal year" (Chief Financial Officer Picicci). "Our guidance does not currently assume any potential impact from tariff refunds" and the outlook assumes "a sequential...

Tesla (NASDAQ: TSLA) is once again sucking up financial oxygen, with Reddit’s wallstreetbets crowd posting sentiment scores as high as 88 (Very Bullish) on robotaxi, Optimus, and China-deal chatter. Tesla closed at $404.11 on May 19, 2026, against a trailing P/E of 373 and a forward P/E of 208, with a PEG ratio of 5.9. ... Forget Tesla for Retirees: Here Are 3 Value-Driven Automotive Stalwarts to Buy Right Now

Quick Read Legacy automakers are capturing cash flow and valuation upside while Tesla trades at 373x trailing P/E on promises from Robotaxi and Optimus that contribute zero current earnings. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Ford wasn't one of them. Get them here FREE. Tesla (NASDAQ: TSLA) is once again sucking up financial oxygen, with Reddit's wallstreetbets crowd posting sentiment scores as high as 88 (Very Bullish) on robotaxi, Optimus, and China-deal chatter. Tesla closed at $404.11 on May 19, 2026, against a trailing P/E of 373 and a forward P/E of 208, with a PEG ratio of 5.9. The stock is down 10.14% year to date, and the underlying business no longer behaves like a hyper-growth story. First-mover pricing power is steadily eroding under intense global competition and heavy discounting. Q1 26 vehicle deliveries grew just 6% YoY after Q4 25 deliveries dropped 16% YoY to 418,227 units. Full-year 2025 net income fell 46.79% to $3.79 billion. The remaining bull case leans on Cybercab, Optimus, and Robotaxi promises that contribute zero to today's earnings. Tesla pays no dividend and runs no meaningful buyback, leaving investors with a story-driven valuation. The contrarian play sits in plain sight: three legacy automakers printing cash at single-digit forward multiples. 1. General Motors is buying back stock and raising guidance General Motors (NYSE: GM) just posted adjusted Q1 26 EPS of $3.70 versus the $2.62 consensus, a fourth consecutive beat, and raised FY26 adjusted EPS guidance to $11.50 to $13.50. Shares trade at a forward P/E of 6 against an analyst target of $93.92, with the stock at $72.63. Management hiked the quarterly dividend 20% to $0.18 in January 2026, authorized a fresh $6.0 billion buyback, and already repurchased $800 million in Q1. Share count shrank from 995 million to 904 million during 2025. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Ford wasn't one of them. Get them here FR...

One could argue endlessly about this Labour government’s record on the economy, and Chancellor Rachel Reeves and her Tory shadow Mel Stride did exactly that again in the House of Commons this afternoon, exchanging barbs in front of a few dozen bored colleagues sitting on surprisingly sparse green benches. Both had their selectively-picked statistics to hand and demonstrated that, on many counts, you can spin things in either direction. Still, one number emerged from the Office for National Statistics today that looks pretty unambiguous: the level of migration. Net migration to the UK has plummeted 82% since the so-called Boriswave , which, if you’re unaware, is slang for the spike in arrivals when Covid lockdowns ended, triggered by renewed travel freedoms, demand for workers and Conservative migration rules inspired, ironically, by Brexit. This chart shows the full picture: Inevitably, some people have tried to add ambiguity to the decline. Reform UK’s Robert Jenrick suggested it’s down to a flood of British people leaving the country in light of Labour’s policies. “It’s the Starmer Exodus,” he wrote on social media today, showing impressive flair for the use of capital letters. As either a proper noun or a regular political slogan, however, the Starmer Exodus may struggle to take off: while it’s true that 246,000 Brits left the UK last year, the number was higher (at 255,000) back in 2023 when Jenrick was immigration minister for the Conservatives. On a net basis, the emigration of Brits is up, admittedly, but it’s been in the six figures since the Conservative era and can we really say the various incumbents of Downing Street are to blame more than, for example, the weather and the cost of a house? The bottom line is that overall net migration has fallen from a peak of 944,000 in the year to March 2023, to 331,000 in 2014, and now 171,000 in 2025. Some economists, as we’ve previously reported, expect it to drop into the five-figures this year and potentially to n...

Saulo Angelo/iStock via Getty Images Having gone bullish on Micron Technology ( MU ) recently after arguing that AI had been slowly changing the economic paradigm in memory infrastructure, my view is that the next logical progression of my argument will involve looking into the company that has been driving this thesis. Sandisk ( SNDK ) is no longer acting like a traditional NAND producer. While the incredible revenue growth and gross margins around 80% are impressive in their own right, the fact that hyperscalers are now ready to enter into multi-billion-dollar, multi-year supply arrangements is a game changer. Even though the market still thinks that we are seeing another memory cycle unfold, I believe that this situation could be much more complex. The Market Is No Longer Valuing NAND As A Cyclical Commodity Business There comes a time in the semiconductor industry when the market no longer values companies on account of their past but based on what they can potentially become in the future. I believe that Sandisk has reached such a phase in its existence. Over many years, NAND-based companies were considered highly cyclical in nature. The strategy was always to purchase them during the trough period and sell when the cycle had peaked, with management teams seldom getting any credit for sustainable improvements in structure and business. This approach is increasingly becoming obsolete given what Sandisk has delivered in the last quarter. The firm reported quarterly sales of $5.95 billion , which marked a whopping 251% year-on-year increase. Perhaps even more astonishing is the fact that gross margins have grown to 78.4% on a non-GAAP basis, with the Q4 guidance implying that the company could post margins of 81%. This is pure software economics emerging from a semiconductor player. Fiscal Third Quarter 2026 Financial Results The reason why this becomes relevant is that even though the growth came from unit shipment gains, the sequential number was negative with t...

Jemal Countess/Getty Images Entertainment On January 1st of this year, I decided to take a look at Weyco Group, Inc. ( WEYS ), a rather interesting company that operates as a small player in the footwear design and distribution space. This might seem an odd industry for me to be interested in, considering that I am not a huge fan of apparel, retail, and things of that nature. But I do have a soft spot for shoes. And that is simply because I think that the economics of them is intriguing. In that article, I called the company a Buy. This was based off of my view that, even though revenue, profits, and cash flows had been declining, the firm had a strong balance sheet and it was trading at low multiples. Since then, the stock has jumped 14.6%, meaningfully outperforming the 7.7% rise that the S&P 500 ( SP500 ) enjoyed. This move higher has come about at a time when revenue has flatlined but profitability for the institution has increased. The overall picture for the business seems solid, and the balance sheet remains incredibly robust. When you add all of this together, it's difficult to be anything other than bullish. That is especially in light of recent strength in this industry at a time when broader economic weakness is the larger narrative. Because of this, I believe that maintaining it as a soft Buy, especially as management continues to wind down unprofitable brands and is taking other steps aimed at restructuring operations, is justified. Still a great fit Author - SEC EDGAR Data Right now, the newest fundamental data that we have regarding Weyco Group covers the first quarter of the company's 2026 fiscal year. According to management, revenue came in at $68 million. That matches with what the company reported a year earlier. As revenue flatlined, profitability improved. Net income expanded from $5.5 million to $6.1 million. Operating cash flow surged from $4.1 million to $17.4 million. And if we strip out changes in working capital, we get an increase from $...

Williams-Sonoma (NYSE:WSM) reported stronger first-quarter fiscal 2026 sales and earnings, with management pointing to broad-based gains across its brand portfolio, improving performance in both furniture and non-furniture categories and continued benefits from supply chain efficiencies. President and Chief Executive Officer Laura Alber said the company “is off to a strong start” after posting comparable brand revenue growth of 4.8% in the quarter. She said every brand delivered a positive comparable result, with strength across retail and direct-to-consumer channels. Chief Financial Officer Jeff Howie said first-quarter net revenue was $1.81 billion. E-commerce comparable sales rose 4.8%, while retail comparable sales increased 4.7%. Howie said both one-year and two-year comparable sales accelerated from the fourth quarter, and both furniture and non-furniture categories posted positive comps. Operating income was $292 million, with an operating margin of 16.2%. Diluted earnings per share were $1.93, up 4% from $1.85 a year earlier. Alber said the company delivered the margin “even while absorbing tariffs and higher fuel costs.” Margins Pressured by Tariffs, Fuel Costs Gross margin was 44%, down about 30 basis points from the prior year. Howie said merchandise margins declined 100 basis points, primarily because higher tariffs flowed through the company’s weighted average cost of goods sold. Full-price selling was essentially flat year over year. Howie said ocean freight costs were pressured by higher oil prices, but the company partially offset those headwinds through supply chain efficiencies and occupancy leverage. Supply chain efficiencies, including a lower shrink accrual, provided about 50 basis points of gross margin benefit in the quarter. Occupancy costs leveraged approximately 20 basis points as sales growth more than offset a 3% increase in occupancy dollars. SG&A expenses were 27.8% of revenue, up about 30 basis points from a year earlier. Employment ex...

Key Points Micron hasn't split its stock since 2000. Micron's profits and revenues are soaring thanks to a major shortage of memory chips. 10 stocks we like better than Micron Technology › After any stock experiences a major (and apparently durable) rise, it's almost inevitable that some people will start discussing the possibility that the company will consider a stock split. Case in point: A year ago, Micron (NASDAQ: MU) was trading for around $100 per share, a price that's relatively accessible to retail investors. Now, however, after it has risen by more than 600% in just 12 months to over $700 per share, such a move seems more reasonable. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » So, could Micron be splitting its stock soon? It has been a long time since Micron split its stock It has been more than 25 years since Micron's last stock split. In May 2000, it split its stock 2-for-1, following another 2-for-1 split in 1995. Stock splits were a lot more common back then, and there's no indication of how Micron will act now. However, once a stock nears $1,000, the general mood of most management teams is to enact a stock split. This makes it more affordable for the company to include stock options in employee compensation plans; otherwise, options contracts (which are usually for 100 shares) would be quite expensive to hand out. So, can Micron keep running to $1,000 per share? I think it can. Micron is a memory chip producer, and the supply of server memory chips is essentially sold out, and future production has been bought in advance, thanks to insatiable AI data center demand. Even regular PC memory, which used to be quite cheap, has skyrocketed in price due to the supply crunch. This has allowed Micron and its peers to radically boost their prices, so its revenues and profits are soaring....

After any stock experiences a major (and apparently durable) rise, it's almost inevitable that some people will start discussing the possibility that the company will consider a stock split. Case in point: A year ago, Micron (NASDAQ: MU) was trading for around $100 per share, a price that's relatively accessible to retail investors. Now, however, after it has risen by more than 600% in just 12 months to over $700 per share, such a move seems more reasonable. Will AI create the world's first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue » So, could Micron be splitting its stock soon? Image source: Getty Images. It has been a long time since Micron split its stock It has been more than 25 years since Micron's last stock split. In May 2000, it split its stock 2-for-1, following another 2-for-1 split in 1995. Stock splits were a lot more common back then, and there's no indication of how Micron will act now. However, once a stock nears $1,000, the general mood of most management teams is to enact a stock split. This makes it more affordable for the company to include stock options in employee compensation plans; otherwise, options contracts (which are usually for 100 shares) would be quite expensive to hand out. So, can Micron keep running to $1,000 per share? I think it can. Micron is a memory chip producer, and the supply of server memory chips is essentially sold out, and future production has been bought in advance, thanks to insatiable AI data center demand. Even regular PC memory, which used to be quite cheap, has skyrocketed in price due to the supply crunch. This has allowed Micron and its peers to radically boost their prices, so its revenues and profits are soaring. The memory chip shortage is likely to continue for some time, as it will take a few years for more production capacity to come online. Furthermore, Micron expects AI...

Arqit Quantum NASDAQ: ARQQ reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs. Chief Executive Officer Andy Leaver told investors that the market has shifted from debating whether organizations need to upgrade cryptographic security to determining how quickly they can do so. He pointed to public comments and research from Google, Cloudflare and IonQ that, in his view, have accelerated the urgency around migration to post-quantum cryptography. Get Arqit Quantum alerts: Sign Up “What has become clear in the first half of our current fiscal year is that when is becoming now,” Leaver said, referring to the timing of post-quantum security upgrades. Revenue rises from a low base Chief Financial Officer Nick Pointon said Arqit generated $623,000 in revenue for the first half of fiscal 2026, compared with $67,000 in the same period of fiscal 2025. He said the increase reflected revenue from a Middle East customer contract that began late in the first half of fiscal 2025, as well as activity under 11 contracts during the latest period, compared with six in the prior-year first half. Pointon said the latest period represented Arqit’s second consecutive reporting period of revenue growth. “With a small data set, it gives credence to Andy’s comments when we reported in fiscal year 2025 results that our revenue had troughed as of March 2025, and our expectation is for growth going forward,” he said. Administrative expenses rose to GBP 33.9 million for the six months ended March 31, 2026, from GBP 20.2 million a year earlier. Pointon said the increase was driven by higher employee-related costs and share-based compensation associated with higher headcount, partially offset by lower property costs and lower foreign exchange expenses. The latest period included a GBP 12.7 million non-cash share-based compensation charge, compared ...

Oil markets will enter the “red zone” by July and August as stocks dwindle before the summer travel season amid a shortage of fresh oil exports from the Middle East, the executive director of the International Energy Authority warned on Thursday. Fatih Birol added that the most important solution to the Iran war energy shock was a full and unconditional reopening of the strait of Hormuz. Speaking to the London thinktank Chatham House, Birol said it was open to IEA members to release more strategic oil reserves as they had previously in March, and said the IEA stood ready to coordinate. As much as 80% of IEA’s collective reserves have not been released. He warned that while stocks were eroding, no new oil was coming from the Middle East and the demand was increasing, mainly caused by the travel season. “This may be difficult and we may be entering the red zone in July-August if we don’t see some improvements,” Birol said. Adding that he had “never seen the dark and long shadow of geopolitics so dominant in the energy sector”, Birol also said he feared extremist parties in Europe may opportunistically abuse the coming inflation to argue it represents the failure of existing political systems when, in truth, the price of oil is set internationally. Birol also said that Iran did not have endless storage capacity and its industry would face difficulties. View image in fullscreen Fatih Birol made the comment while speaking to the London-based thinktank Chatham House. Photograph: Lukas Coch/AP The IEA chief has already warned that he regards the oil shock as more dramatic than three previous oil shocks: in 1973, 1979, as well as the 2022 crisis caused by the Russian invasion of Ukraine. He said 14m barrels of oil a day were missing from the market due to the disruption. He saw no prospect of oil production recovering fully for at least a year, including in the United Arab Emirates, and said that some countries heavily dependent on oil revenues to fund their budget, such as...

AMD said in a statement that it was working with firms in Taiwan and elsewhere on advanced computing components that are essential in AI data centres American maker of artificial intelligence processors, AMD, announced an investment of more than $10 billion into Taiwan’s chip industry on Thursday. The company said investments would be made “across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging capabilities for AI infrastructure”. Taiwan is a powerhouse in the manufacturing of semiconductors used to train and power AI systems, as the home of chip production giants TSMC and Foxconn. Also on AF: Samsung Shares Jump on Union Pay Deal, But Legal Test Looms Nvidia — the world’s most valuable chip firm and close a rival to AMD — announced plans in February to build its first overseas headquarters in Taiwan. The island’s economy soared last year thanks to skyrocketing exports of AI hardware, a sector that is booming worldwide. AMD — whose CEO Lisa Su is due to speak on Friday in Taipei — said in a statement that it was working with firms in Taiwan and elsewhere on advanced computing components that are essential in AI data centres. The company “is advancing leading-edge silicon, packaging and manufacturing technologies that enable higher performance, greater efficiency and faster deployment of AI systems”, it said. Among the deals announced Thursday was a hardware development partnership with Taiwanese chip packaging and testing provider ASE and its group partner Siliconware Precision Industries (SPIL). Governments and tech giants worldwide are pouring hundreds of billions of dollars into building new data centres that can power AI tools such as chatbots, image generators and agents that can execute tasks. Concerns have been raised over the environmental impact of the AI infrastructure boom, and the International Energy Agency projects that electricity consumption from data centres will double by 2030. Alongside concerns over planet-warmi...

A demonic entity attaches itself to travellers on the road in this competently directed but hopelessly indistinctive scare-free misfire As Obsession , a micro-budget horror made by a YouTuber , continues to overperform with critics and audiences, and as another twentysomething content creator prepares to break a potential record with the release of Backrooms , here comes a stodgy by-the-book Paramount horror that feels like someone’s embarrassing dad just gatecrashed a college party. While others might be trying to innovate, those involved with Paramount’s generic schedule-filler Passenger are perfectly content to keep things lazily trucking along as they always have. Even if it wasn’t stuck in an unfortunate gen Z genre sandwich, it’d still be a struggle to see why anyone would want to hitch a ride with this one. Like February’s cursed misfire Psycho Killer , another junky on-the-road studio horror, Passenger plays like something that would have gone straight to unrated DVD back in the 2000s. It’s marginally better but similarly baffling that with all of the unproduced horror scripts stacking up on desks in Hollywood, this would not only make it to production but be warranted a wide release on a prime May weekend. I kept waiting to understand what might have nudged this one to the top of the pile, but left without clarity. Continue reading...

Robert Way/iStock Editorial via Getty Images 1Q26 Update Since October 2025 , I have downgraded my view of Bilibili ( BILI ) to a hold. The stock had done exceptionally well ever since its 2H24 blockbuster game release, in addition to the continuous improvements in advertising efficiency, driven partly by AI. Advertising revenue in 1Q24 was CNY1.6 billion, 2 billion in 1Q25, and in the most recent quarter, 2.5 billion. Momentum in the stock's rally had faded towards the end of 2026 while accompanied with exceptional volatility. That was a notable signal for a reversal after months of outperformance. BILI had dropped from its peak of $35 in January to the current $20. SA's quant score has dropped to "sell" since this April. I've mentioned in my last thesis that I've held a target for BILI at about $28 per ADS. Is this a buying opportunity after the drop? I'd argue that it's not. Ultimately, this is a growth stock. The persistent period of laggard performance started ever since YoY revenue growth went below 10%. Growth was 5% in 3Q25 and 7% in the recent quarter. Generally positive notes were exchanged every quarter, touching upon all aspects of the business, including advertising, user statistics, etc. Advertising revenue reached CNY2.6 billion, up by 30% and continuing its impressive gross streak. That said, gross margins remain compressed at 37%. Further progress needs to be driven by a profitable gaming pipeline. Morgan Stanley is counting on impressive growth by 2026, echoing its $31 price target set in April and expectation for gaming revenue to hit CNY7.8 billion in 2027 and CNY6.4 billion in 2026. Timeline for Games The most important upcoming games are NCard (July 2026), Lumi Master (4q26), and San Wang (4q26). The latter two are expected to do the heavy lifting for growth, with Lumi Master being self-developed and San Wang being an extension of San Mou with a high ARPU. Until then, revenue growth will likely continue to be lagging, lacking a catalyst to reve...

(RTTNews) - After opening modestly lower and edging down further, the Canadian market climbed above the flat line Thursday morning, riding on gains in energy and utilities sectors. Concerns about Middle East tensions and the potential impact of higher oil prices on inflation and growth continued to weigh on sentiment. Iranian President Masoud Pezeshkian said Tehran had "consistently honored its commitments" and explored every avenue to avoid war. He insisted that "all paths remain open" from Iran's side as US President Donald Trump said he could wait a few more days for the "right answer". In a post on X, Pezeshkian said forcing Iran to surrender through coercion was "nothing but an illusion" and argued that "mutual respect in diplomacy is far wiser, safer, and more sustainable than war." Iran's Supreme Leader Mojtaba Khamenei has reportedly issued a directive that the country's near-weapons-grade uranium should not be sent abroad, hardening Tehran's stance on one of the main US demands at peace talks. The benchmark S&P/TSX Composite Index was up 136.52 points or 0.4% at 34,298.34 around noon. The Energy Capped Index climbed 1.5% as oil prices surged nearly 3%. Terravest Industries gained 3.2%. Tamarack Valley Energy, Cenovus Energy, Paramount Resources, Peyto Exploration and Development, Topaz Energy, Kelt Exploration, Canadian Natural Gas, Athabasca Oil Corp and Whitecap Resources moved up 1.5%-2.4%. Utilities stocks Transalta Corporation, Superior Plus, AltaGas, Brookfield Renewable Partners, Northland Power, Fortis, Brookfield Infra Partners, Emera Inc., and Canadian Utilities gained 1%-3%. Healthcare stocks Curaleaf Holdings and Bauch Health Companies shed 2.5% and 1.4%, respectively. Materials stocks Discovery Silver Corp., Silvercorp Metals, Perpetua Resources, Abrasilver Resources Corp., G Mining Ventures, Seabridge Gold, Aris Mining, Ssr Mining Inc., and Eldorado Gold Corporation shed 2.5%-4%. Ballard Power Systems, BlackBerry, Mattr Corp., Methanex and Com...

北京时间5月22日凌晨，美股周四午盘小幅下滑。原油价格与美债收益率同步走高。交易员继续评估英伟达财报及美伊局势的进展。通胀压力增大使美联储加息预期升温。 道指跌45.88点，跌幅为0.09%，报49963.47点；纳指跌84.01点，跌幅为0.32%，报26186.35点；标普500指数跌18.12点，跌幅为0.24%，报7414.85点。 据报道，伊朗最高领袖已下令将该国的浓缩铀留存境内，此举使美伊战争的解决前景更加复杂化，随后原油价格跳涨。周四早间，西得克萨斯中质原油期货上涨2.9%，报每桶101.04美元。布伦特原油上涨2.3%，报107.36美元。 在油价飙升的同时，美债收益率也随之走高，原因是交易员对通胀上升的担忧加剧。基准10年期美国国债收益率攀升5个基点至4.615%。30年期国债收益率上涨3个基点至3.665%。 周三，随着油价和债券收益率回落，股市反弹，结束了标普500指数的三连跌。此前美国总统特朗普表示政府与伊朗的谈判已进入“最后阶段”，投资者情绪受到短暂提振。 Global X ETFs投资策略主管Scott Helfstein表示：“市场刚刚经历了一个非常强劲的财报季，盈利预期得到了上修，但围绕通胀和经济需求萎缩的担忧依然存在。这可能很难忽视，但仍然有许多积极的趋势可以帮助推动经济和市场。” 交易员周四继续评估英伟达的最新季度报告。英伟达轻松超越了华尔街对其盈利和业绩指引的预期，此外还宣布将季度现金股息提高至每股25美分。但在人工智能热潮中，投资者早已习惯了这家芯片制造商超出预期并上调业绩展望。 英伟达股价周四早盘小幅下跌。 美联储加息预期升温。由于几乎看不到中东冲突短期内得到解决的迹象，交易员目前押注，到12月美联储加息25个基点的概率为70%，而到明年3月加息25个基点几乎被视为板上钉钉。互换市场显示，这与伊朗战争爆发前市场预期年底前会有两次以上各25个基点降息形成鲜明对比。 摩根大通 CEO杰米-戴蒙表示：“美国政府债务规模为30万亿美元，平均利率是3.5%。即使在今天，他们也根本不可能以低于这一水平的利率完成再融资。今年他们还有2万亿美元需要处理，但问题是，我们不知道会在什么时候 —— 我们不知道世界会在什么时候开始对此感到过于恐惧，也不知道通胀会在什么时候让人们不愿持有长久期证券。” 他补充称，这种影响也会波及信贷市场：“利率完全可...

"We are also deeply concerned by the detention conditions depicted and have demanded an explanation from the Israeli authorities. We made clear their obligations to protect the rights of all those involved," the statement said.

When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works A week ago, AMD released the second driver update of May in the form of Adrenalin Edition 26.5.2. Now, the company has a brand-new release available, but you will find that this one has the same version number. The difference here is that this version of the AMD Software: Adrenalin Edition 26.5.2 driver is only aimed at a couple of generations of graphics cards from its past: Polaris and Vega. It doesn't look like the driver doesn't carry any of the new game support features or fixed issues from the last version. Instead, a single bug fix is included, and it's aimed at a crash that's affecting Apex Legends players that are using Radeon RX 400 and RX 500 series graphics cards. Here's the full changelog: Fixed Issues Intermittent application crash may be observed while playing Apex Legends on Radeon RX 400/500 series graphics products. No known issues are listed in this release. AMD officially stopped supporting Polaris and Vega graphics architectures in 2023, but has been releasing driver updates once in a while to fix critical issues. This version of the Adrenalin Edition 26.5.2 is supported on Radeon RX 400, RX 500, Radeon Pro Duo, RX Vega, and Radeon VII discrete cards alongside Radeon 600 Series Graphics on laptops. The compatible operating systems are Windows 10 64-bit version 1809 and later as well as Windows 11 version 21H2 and later. The AMD Software: Adrenalin Edition 26.5.2 for Polaris & Vega driver is now available for download from the AMD Software app on supported devices. A standalone download link can also be found on the official changelog page of the release over here. The first release of this driver, with support for modern Radeon graphics cards, can be found over here instead.

The music industry risks becoming a more hostile place for working-class artists, musicians including Tinie Tempah and Skye Newman have said. Without work to save small music venues that act as cradles to nascent music scenes – as well as specific efforts to find and promote talent from diverse backgrounds – the industry is likely to miss out on the next big thing, they argued. “If you don’t have different sort of scenes in different parts of the country, then of course your music industry is not representative,” Tinie Tempah told the Guardian on the red carpet of this year’s Ivor Novello awards for excellence in British and Irish songwriting. Newman, who grew up on council estates in south-east London and its surrounds, said the industry lacked space for working-class artists. “It’s just one of them things, it’s this world. I do understand it takes a lot of money to go into this job, and people don’t realise that. It takes a team and it costs a lot, so I do see why it’s harder for us. “But that is not a fair thing, and there should be more things implemented to help people like us – more programmes to find talent in places where they’re struggling and need it. Because, at the end of the day, we need it. We need it. This changed my life.” Newman has spoken passionately in the past about wanting to lower a ladder to people who come from similar backgrounds to hers. In February she told the Guardian: “There could be so much more love and education put into people who have less because there is so much knowledge in those places; there’s so much talent but they don’t get the same opportunities.” View image in fullscreen Skye Newman at the Ivor Novello awards on Thursday. Photograph: Ian West/PA Tinie Tempah has emerged as a champion of smaller music venues in recent months. He has worked with the Save Our Scene campaign, among others. “We’re almost losing a bit of our soft power. If you think of like this tiny little island and how much music we’ve contributed to the wh...

A study of analyst recommendations at the major brokerages shows that Century Aluminum Co. (Symbol: CENX) is the #33 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index , according to Metals Channel . The Metals Channel Global Mining Titans Index is comprised of the top fifty global leaders from the metals and mining sector. The companies listed in the Metals Channel Global Mining Titans Index are not fixed, but instead variable — updating on a continuous basis to reflect the changing market environment with respect to commodity prices, government policy and market volatility. In forming this rank, the analyst opinions from the major brokerage houses were tallied, and averaged; then, the underlying components of the Metals Channel Global Mining Titans Index were ranked according to those averages. Investors often interpret analyst opinions from different angles — when companies have a low rank among analysts, it isn't necessarily the case that investors should conclude that the stock will perform poorly. It can, of course, but a bullish investor could also take the contrarian angle and read into the data that there is lots of room for upside because the stock is so out of favor. CENX operates in the Non-Precious Metals & Non-Metallic Mining sector, among companies like Southern Copper Corp (SCCO) which is up about 0.8% today, and Howmet Aerospace Inc (HWM) trading lower by about 0.6%. Below is a three month price history chart comparing the stock performance of CENX, versus SCCO and HWM. CENX is currently trading up about 1.6% midday Thursday. Analyst Favorites of the Metals Channel Global Mining Titans Index » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

May 21 (Reuters) - Japan's Kawasaki Heavy Industries will partner with ‌Nvidia to develop solutions integrating ‌robotics with physical artificial intelligence, and will ​set up a joint development center in Silicon Valley, the Nikkei newspaper reported on Thursday. The collaboration will ‌initially focus ⁠on medical and mobility fields, with Nvidia's simulation technology ⁠to be applied to Kawasaki Heavy Industries' Corleo, a four-legged personal ​mobility robot ​under development, ​Nikkei added. As part ‌of the effort, Kawasaki Heavy Industries will open the joint development center in San Jose, California. In addition to Nvidia, Kawasaki Heavy Industries ‌will work with ​Analog Devices, Microsoft and ​Fujitsu ​at the center, Nikkei said. Nvidia ‌did not immediately respond ​to ​a Reuters request for comment. Kawasaki Heavy Industries could not immediately ​be ‌reached outside business hours. (Reporting by ​Shivangi Lahiri in Bengaluru; Editing ​by Tasim Zahid)

NASA confirmed Thursday that the Russian segment of the International Space Station has begun leaking atmosphere into space again. It's an old problem that NASA recently hoped was resolved. For more than half a decade, engineers from Roscosmos and NASA have been tracking the leak rate from a small Russian module attached to the space station that leads to a docking port. The source of these leaks, microscopic structural cracks, have been difficult to find and address. In January, NASA said that after multiple inspections and sealant applications, the pressure inside this segment, known as the PrK module, had reached a "stable configuration." The PrK module is essentially a transfer tunnel attached to the Zvezda Service Module on the Russian segment of the space station. Read full article Comments

NVIDIA Q1 Earnings Beat on Blackwell Ramp-Up, Data Center Strength The Globe and Mail

Check out the companies making the biggest moves in midday trading: Quantum stocks — Shares of quantum computing companies soared following a Wall Street Journal report that the government plans to award $2 billion in grants to nine firms. The deal also included government equity stakes, the report said. Rigetti Computing jumped more than 30%, D-Wave Quantum surged 22%, and Quantum Computing rallied 13%. IonQ gained 9%, IBM rose 7% and GlobalFoundries added 11%. Rare earth stocks — Rare earth stocks extended their rebound from a sell-off tied to concerns around export restrictions in China. USA Rare Earth rose 7% after it announced $19.3 million in funding from the U.S. Department of Energy to support pilot-scale rare earth element separation development. Critical Metals rose 3% after it signed a 15-year offtake agreement with Greenland's Tanbreez rare earth deposit. Bloom Energy — The energy company jumped more than 12% after it unveiled a partnership with Europe's Nebius , an AI cloud provider seeking to overcome power constraints in the AI infrastructure buildout. Nebius shares rose more than 16%. Deere — The agriculture equipment maker reported better-than-expected second-quarter results, with its earnings of $6.55 per share, topping the FactSet consensus estimate of $5.70 per share. It had net sales of $11.78 billion, versus also $11.54 billion expected from analysts. Deere reaffirmed its full-year net income guidance. Shares fell nearly 8%. Birkenstock — The shoemaker's stock jumped more than 17% after it said it would accelerate its stock repurchase program. CEO Oliver Reichert said recent market volatility created a "strong disconnect" between its share price and underlying fundamentals. Shares have fallen almost 30% over the past year. Spotify — Shares of the music streaming platform rose 14% after it provided a strong forecast at its first investor day since 2022. Spotify expects revenue to grow at a compound annual growth rate in the mid-teens and laid ou...

AndreyPopov/iStock via Getty Images By Jesse Norcross , Senior Sector Strategist, Real Estate How Europe's defence spending could boost logistics real estate European logistics and industrial real estate has spent the past few years looking for a new demand driver. As the pandemic e-commerce boom has normalised, tariffs have led to occupiers becoming more cautious, and with higher interest rates making speculative development more difficult, defence spending could become a new tailwind. The key point is that defence spending is set to surge in the coming years in Europe, with NATO members pledging to raise defence spending to 3.5% of GDP and another 1.5% for infrastructure by 2035, while the UK is set to raise its defence spending to 2.5% by 2027. The economic impact is already visible. In 2024, EU member states’ defence expenditure reached €343bn or 1.9% of GDP, rising for the 10 th consecutive year. For 2025, this is expected to reach €381bn, a rise of more than 11%. If all NATO member states in the EU were to reach the 3.5% target, this would increase defence spending by an extra €254bn, according to the European Defence Agency. This increased defence budget will drive demand for industrial and logistics infrastructure, particularly in countries and hubs with existing specialised facilities and capabilities. If more is spent on defence, more is produced locally, inventories are increased, and supply chains need to become more resilient. This suggests more space is needed. All in all, this could set the stage for a new tailwind for the logistics real estate asset class. While the impact will be meaningful, it is unlikely to be a game-changer for the sector. Yet in a market which is undergoing multiple shifts, that still matters. The demand story is there Defence spending is starting to have an impact. In the UK, defence manufacturers and their supply chains accounted for 3.8 million square feet of industrial and logistics leasing in 2025, around 8.5% of total leas...

Oura Health Oy , a maker of popular smart rings that track health, fitness and sleep, filed confidentially for a US initial public offering, according to a person with knowledge of the matter. Oura, which plans to go public later this year, is working with Goldman Sachs Group Inc., Morgan Stanley, JPMorgan Chase & Co., Allen & Co. and Jefferies Financial Group Inc. on the IPO, said the person, who asked not to be identified while discussing a private matter. The company filed with the US Securities and Exchange Commission this week. An Oura spokesperson declined to comment. Oura is part of a resurgence in technology stock offerings this year. Elon Musk ’s SpaceX filed an IPO prospectus on Wednesday, and ChatGPT maker OpenAI is preparing to file in the coming weeks, Bloomberg News reported. Read More: Oura Ring Maker to Become $11 Billion Company With Latest Raise Oura has gained a following in recent years with consumers looking to measure their health metrics with something less cumbersome than a watch. It’s brought competition to companies such as Apple Inc. and Samsung Electronics Co., which are making their own efforts to offer new kinds of wearables. Samsung introduced a ring two years ago, and Apple is working on a range of AI-powered wearable devices. Oura, which has its main offices in San Francisco and Finland, was founded in 2013. It reached an $11 billion valuation last September with a round that raised $875 million in Series E funding, Bloomberg News reported at the time. Oura Chief Executive Officer Tom Hale said in September that the company had sold 5.5 million rings to date, up from 2.5 million sold through June 2024. The company expects revenue to reach $1.5 billion in 2026, tripling the $500 million it generated in 2024. The company’s rings sync with a smartphone app on iPhones and Android devices. Compared with smartwatches, fitness rings are still in their infancy and make up a small slice of the overall wearables market — but they are growing q...

Key Points Shiba Inu can’t be valued by its scarcity or utility. Its near-term catalysts are limited, and it faces existential challenges. 10 stocks we like better than Shiba Inu › Shiba Inu (CRYPTO: SHIB) was launched in 2020 as a parody of Dogecoin (CRYPTO: DOGE), which itself was a parody of Bitcoin (CRYPTO: BTC). It started trading at $0.00000000051 per token, set a record high of $0.00008845 in 2021, but now trades at about $0.0000057. In other words, a $1,000 investment in its market debut would have briefly blossomed to $173.4 million before shrinking back to roughly $11.2 million today. That's still an impressive return for its earliest investors, but anyone who bought Shiba Inu at its all-time high is now underwater. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should contrarian investors buy Shiba Inu today, expecting it to recover during the next crypto summer? Or should they avoid it and stick with blue chip tokens like Bitcoin instead? The bull and bear case for Shiba Inu Shiba Inu can't be mined like Bitcoin or Dogecoin. It was created as an ERC-20 token on Ethereum's (CRYPTO: ETH) blockchain, and its creators minted its entire supply of one quadrillion tokens before its market debut. They gifted over half of those tokens to Ethereum's co-founder, Vitalik Buterin, who subsequently burned most of that stake. Shiba Inu still has a circulating supply of 589.5 trillion tokens as of this writing, so it can't be valued by its scarcity. It also doesn't natively support the development of decentralized apps or other crypto assets like Ethereum, since it doesn't have its own Layer 1 (L1) blockchain. Unlike Bitcoin and Ethereum, Shiba Inu isn't supported by any spot price ETFs. The bears believe those limitations will prevent Shiba Inu from keeping pace with Bitcoin, valued by its scarcity,...